Jonathan and Associates
“Every contact I've had with them has convinced me they are the kind of people who I want to trust with my financial decisions.”
Best Financial Advisors near Cathedral City, CA
There are no firms listed in Cathedral City itself yet; the 15 below are the closest options, from Palm Desert (9, 9 mi), Palm Springs (4, 5 mi) and Gilbert, AZ (1, 274 mi).
1 open weekends · 8 rated 4.5+ · 2 show a license
Data verified October 15, 2026
Brown & Weinstein Tax & Finance Group
My Money My Freedom
“Susan's program has me feeling confident, empowered, relieved and on-track with my financial future for the first time EVER!”
Brennan & Company
“I found Dylan to be professional and certainly knows how to make a problem NOT A PROBLEM”
Marcia Bloemendaal - Raymond James
RBC Wealth Management
The 15 firms listed for Cathedral City, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Cathedral City, CA
9 of the 15 firms on this page have a rating, from 4.0 to 5.0 across 44 reviews; 8 are rated 4.5 or higher. 1 is open on Saturdays. 2 show a license on their websites; 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. 8 have ten or more years of experience, the longest 62 years. We have a website on file for 14 of the firms on this page; 12 publish a contact page; 12 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Cathedral City take financial planning bookings online?
4 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Gough Insurance & Financial Services
Franz Tatum Wealth Management
Eureka Wealth Management
“Matthew answered all my questions and also answered questions I didn't know I had.”
Vivian Investment Partners
Churchill Management Group - Palm Desert
Anthony J. Mancini Investment Advisor
“He personally monitors his clients' portfolios on a daily basis and has an excellent 30 year track record of earning profits in any market climate.”
Cypress Wealth Services
Bob Iglehart, Cfp, Cpa, Cdfa, Cpfa - Retirement
Four C Financial
Why these companies made our list
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